Jul 16, 2024
The scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Equity Savings Fund (IDCW-H) | 1.64 | 9.31 | 18.52 | 12.08 |
| Benchmark - Crisil MIP Blended Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 1.79 | 7.64 | 16.06 | 9.67 |
| Category Rank | 4/5 | 4/5 | 4/5 | 4/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| AXIS Equity Saver Fund (IDCW-M) | 12.3800 | 0.16 | 18.68 | 10.15 | 10.34 | 938.20 | 2.28 | 500.00 | invest |
| AXIS Equity Saver Fund (IDCW-Q) | 12.7500 | 0.16 | 20.36 | 10.68 | 10.69 | 938.20 | 2.28 | 500.00 | invest |
| DSP Equity Savings Fund - Regular (IDCW-Q) | 13.8890 | 0.15 | 15.70 | 9.18 | 9.90 | 1,346.92 | 0.00 | 100.00 | invest |
| DSP Equity Savings Fund - Regular (IDCW) | 12.6020 | 0.15 | 15.74 | 9.19 | 9.95 | 1,346.92 | 0.00 | 100.00 | invest |
| LIC MF Equity Savings Fund - Regular (G) | 25.9493 | -0.14 | 16.53 | 8.72 | 9.47 | 17.66 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | May 31, 2024 | 74.07 | 8.73 | 25.79 |
|
| Equity-Reliance Industr | May 31, 2024 | 51.57 | 6.08 | -2.50 |
|
| Equity-IndusInd Bank | May 31, 2024 | 33.91 | 4.00 | -3.55 |
|
| Equity-Bharti Airtel | May 31, 2024 | 32.93 | 3.88 | 192.94 |
|
| Equity-Axis Bank | May 31, 2024 | 30.03 | 3.54 | 3.43 |
|
| Equity-Infosys | May 31, 2024 | 28.86 | 3.40 | 9.74 |
|
| Derivatives-Margin Money For Derivatives | May 31, 2024 | 27.10 | 3.19 | 136.25 |
|
| T Bills-TBILL-364D | May 31, 2024 | 24.01 | 2.83 | 0.61 |
|
| Equity-ICICI Bank | May 31, 2024 | 22.71 | 2.68 | -2.55 |
|
| Equity-Maruti Suzuki | May 31, 2024 | 20.89 | 2.46 | 73.41 |
|
Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Equity Savings Fund (IDCW-H) |
| Contact Persone | : | Sudhir Kedia |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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